JFS Wealth Advisors’s TotalEnergies TTE Stock Holding History

JFS Wealth Advisors’s Portfolio TTE Stock Details TTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$83.5K	Buy	1,074 +19	+2%	+$1.68K	﹤0.01%	458
2026 Q1	$96K	Hold	1,055	–	–	0.01%	415
2025 Q4	$69K	Hold	1,055	–	–	﹤0.01%	463
2025 Q3	$63K	Hold	1,055	–	–	﹤0.01%	474
2025 Q2	$64.8K	Hold	1,055	–	–	﹤0.01%	433
2025 Q1	$68.2K	Hold	1,055	–	–	﹤0.01%	420
2024 Q4	$57.5K	Sell	1,055 -74	-7%	-$4.5K	﹤0.01%	437
2024 Q3	$73K	Hold	1,129	–	–	﹤0.01%	410
2024 Q2	$75.3K	Buy	1,129 +45	+4%	+$3.2K	0.01%	361
2024 Q1	$74.6K	Sell	1,084 -652	-38%	-$42.8K	0.01%	367
2023 Q4	$117K	Buy	1,736 +681	+65%	+$45.4K	0.01%	281
2023 Q3	$69.4K	Hold	1,055	–	–	0.01%	333
2023 Q2	$60.8K	Sell	1,055 -28	-3%	-$1.69K	0.01%	348
2023 Q1	$64K	Hold	1,083	–	–	0.01%	339
2022 Q4	$67.2K	Sell	1,083 -1,191	-52%	-$68K	0.01%	331
2022 Q3	$106K	Sell	2,274 -98	-4%	-$4.92K	0.01%	277
2022 Q2	$125K	Sell	2,372 -336	-12%	-$17.9K	0.01%	261
2022 Q1	$137K	Sell	2,708 -427	-14%	-$23.1K	0.01%	266
2021 Q4	$155K	Hold	3,135	–	–	0.01%	253
2021 Q3	$150K	Buy	3,135 +781	+33%	+$34.6K	0.02%	250
2021 Q2	$107K	Sell	2,354 -179	-7%	-$8.37K	0.02%	212
2021 Q1	$118K	Buy	2,533 +100	+4%	+$4.56K	0.02%	183
2020 Q4	$102K	Hold	2,433	–	–	0.02%	191
2020 Q3	$83K	Buy	2,433 +172	+8%	+$6.55K	0.02%	191
2020 Q2	$87K	Buy	2,261 +94	+4%	+$3.48K	0.02%	191
2020 Q1	$81K	Buy	2,167 +490	+29%	+$22K	0.02%	189
2019 Q4	$93K	Buy	1,677 +165	+11%	+$8.72K	0.02%	201
2019 Q3	$79K	Buy	1,512 +311	+26%	+$16.1K	0.02%	207
2019 Q2	$67K	Buy	1,201 +610	+103%	+$33.3K	0.02%	222
2019 Q1	$33K	Buy	591 +5	+0.9%	+$278	0.01%	253
2018 Q4	$31K	Sell	586 -141	-19%	-$8.08K	0.01%	256
2018 Q3	$47K	Buy	727 +132	+22%	+$8.27K	0.01%	251
2018 Q2	$36K	Sell	595 -120	-17%	-$7.35K	0.01%	267
2018 Q1	$41K	Hold	715	–	–	0.01%	260
2017 Q4	$40K	Buy	715 +125	+21%	+$6.9K	0.01%	269
2017 Q3	$32K	Sell	590 -1	-0.2%	-$51	0.01%	281
2017 Q2	$29K	Buy	591 +16	+3%	+$823	0.01%	265
2017 Q1	$29K	Hold	575	–	–	0.01%	269
2016 Q4	$29K	Buy	575 +6	+1%	+$289	0.01%	269
2016 Q3	$27K	Buy	569 +5	+0.9%	+$239	0.01%	291
2016 Q2	$27K	Hold	564	–	–	0.01%	301
2016 Q1	$26K	Buy	+564	New	+$24.8K	0.01%	297

Other funds holding TTE

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JFS Wealth Advisors's TTE Position: Q2 2026 in Review

JFS Wealth Advisors increased its TotalEnergies (TTE) stake by 1.8% in Q2 2026, buying an estimated $1.68K and bringing the position to 1,074 shares worth $83.5K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

JFS Wealth Advisors first reported a position in TTE in Q1 2016 and has held it in 42 quarters since. The position peaked at $155K in Q4 2021. 1,006 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

JFS Wealth Advisors held 1,074 shares of TotalEnergies worth $83.5K as of Q2 2026.
JFS Wealth Advisors bought 19 TotalEnergies shares in Q2 2026, an estimated $1.68K.
TotalEnergies made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #458 holding.
JFS Wealth Advisors first reported a position in TotalEnergies in Q1 2016 and has held it in 42 quarters since.
JFS Wealth Advisors's TotalEnergies position peaked at $155K in Q4 2021.
1,006 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.